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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,737 | $73,107-90.8% | $114,563-94.1% | $87,485-92.3% |
| Participation rate | 70.3% | 65.8%+4.5pp | 72.9%-2.6pp | 68.9%+1.4pp |
| Annual return | 3.07% | 19.47%-16.4pp | 241.09%-238.0pp | 26.06%-23.0pp |
| Employer contribution / active EE | $349 | $1,881-81.5% | $2,592-86.5% | $2,596-86.6% |
| Participant deferral / active EE | $982 | $3,144-68.8% | $4,142-76.3% | $4,274-77.0% |
| Admin fee / account holder | $349 | $5,770-93.9% | $7,623-95.4% | $7,775-95.5% |